For the complete documentation index, see llms.txt. This page is also available as Markdown.
CRM - How to add contact fields to the Opportunity
It is possible to enter all the Lead information in the section Contacts, according to your needs and customizations. Each funnel allows this process to be carried out differently.
See below the step-by-step instructions to enter the data:
Access your CRM: Through “Find Services”. Or just type the name, and the feature appears.
CONCLUSION:
Using the customization of the section of Contacts allows you to adapt Lead information according to the needs of each funnel and service strategy. With this, your team gains more agility, organization, and efficiency in contact management, providing an experience more aligned with the business objectives.
